Form 5498-SA is an informational tax form related to Health Savings Accounts. It is provided by your HSA Trustee (or Custodian) and the IRS requires it be sent to you each year that you make contributions to your HSA. It provides the “official” accounting of your HSA for the year and...
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When reporting distributions on Form 5498-SA, the HSA trustee or custodian will provide the necessary information, including the total amount distributed and the portion allocated to qualified medical expenses. The account holder should review the information to ensure accuracy and verify that all distr...
Form 5498Form 5498-SA 4852 Form Choose the necessary version or schedule of 4852 Form that you would like to electronically fill out and send to the IRS 3520 forms Choose the necessary version or schedule of 3520 forms that you would like to electronically fill out and send to the IRS ...
If you do receive Form 5498-SA, you're not required to file it with your taxes. The final section on Form 8889 is where you report any qualified funding distributions—aka rollovers—that you made from a traditional or Roth IRA to an HSA and calculate additional taxes that may be owed ...
(s). of course, if you have specific questions about what forms you need and your specific situation, consult with your tax professional. irs form 5498-sa form 5489-sa is used to report total contributions made to your hsa for the tax year. it will be provided to you by your hsa ...
If W2 is incorrect - talk to your employer to correct it, if the 1099-SA and 5498-SA are incorrect, you can talk to the plan administrator to correct. If either of them refuse you can attach a statement to your tax return explaining the mismatch. It appears...
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The IRS has removed Copy C (the payer's record) from most 1099 forms, including Form 1099MISC, 1099NEC, 1099B, 1099DIV, 1099G, 1099INT, 1099K, 1099R, 1098E, 1098T, 5498, 5498ESA, 5498SA, 5498QA, starting with the 2024 tax year. ezW2 2020 and later versions support 1099-NEC ...